智通财经APP获悉，博彩股早盘普跌，截至发稿，新濠国际发展(00200)跌6.57%，报3.84港元；永利澳门(01128)跌5.58%，报5.58港元；金沙中国(01928)跌5.14%，报15.5港元；美高梅中国(02282)跌4.07%，报10.38港元。
消息面上，据媒体报道，澳门警方采取行动，打击两个涉嫌参与非法兑换货币的犯罪团伙，并在澳门逮捕42人。瑞银认为，该新闻可能会影响高端玩家资金来源能力，但其他合法资金渠道例如自动柜员机可能会部分抵消这一影响。预计行业短期气氛承压，近期的博彩收入趋势应能让市场评估其对总博彩收入的实际影响。
摩根大通近日表示，澳门3月前16日的赌收约为101亿澳门元，符合该行预期。该行继续预计3月澳门赌收约为190亿澳门元，预计下半年赌收将加快增长。该行表示，投资者的情绪仍然冷淡，而平稳的需求或不足以转化为正面情绪。不过，该行相信，由于2025年的需求势头稳定，而6月以后的比较基数较低，相信长线投资者正逐渐收集优质股票。
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